Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Druckenmiller bought $4 million of IREN. Bridgewater sold 96% of its stake the same quarter
Druckenmiller's Duquesne opened a small first-time IREN stake last quarter. We pulled every fund we track: who sold IREN, who kept it, plus the $788 million co-CEO grant and a share count that has grown 6.5x since 2022.
Bitdeer (BTDR) filed to sell up to $1 billion of stock six days after its $4.7 billion Norway lease. Its remaining cost to finish the site is $500 million.
Bitdeer registered up to $1 billion of Class A shares on Monday, six days after announcing a 16-year, $4.7 billion colocation lease at Tydal. The tenant can walk at 10 years with no fee.
Anthropic is paying $10 billion over six years for compute at a Norway data center owned by bitcoin miner Bitdeer (BTDR). The startup reselling it was founded in January.
Anthropic will pay $10 billion over six years for capacity at a hydro-powered Norway campus, Bloomberg reported. Bitdeer signed a separate 16-year, $4.7 billion lease with the seven-month-old startup running the site.
Kioxia is the memory chip maker that passed Toyota as Japan's most valuable company, then fell 66%. Here's who owns it
Kioxia is the former Toshiba Memory, and it makes NAND flash and nothing else. Toshiba still holds 15.10% and keeps selling, an SK Hynix (SKHY) vehicle holds 14%, and Sandisk (SNDK) co-owns the factories. What the company makes, who owns it, and how a US investor can reach it.
The new US import ban covers cotton, tomatoes, and the capacitor supply chain behind AI servers
DHS added 43 Chinese companies to the UFLPA Entity List on July 31, 2026. Two of them sit in the aluminum electrolytic capacitor chain, the parts that fill AI server power supplies. Nichicon and Nippon Chemi-Con had already raised prices in June, citing aluminum foil costs.
Korea's Kospi fell 10.84% and halted trading. Nvidia (NVDA) is flat and Micron (MU) is down 10% (July 28, 2026)
Korea's Kospi closed at 6,023.66 on Tuesday, down 10.84%, its fourth largest one-day fall on record, after Korea Exchange stopped all trading for 20 minutes. Samsung and SK Hynix each lost more than 13%. The US carryover went into memory and storage, with Sandisk (SNDK) down 14.52% and Micron (MU) down 9.54%, while Nvidia (NVDA) held flat and the Dow rose.
ChangXin Memory (CXMT) closed up 466% on day one and is worth as much as Intel. Its factories are sold out through 2027.
ChangXin Memory (CXMT) closed its Shanghai debut up 465.82%, passing ICBC as China's most valuable listed company and drawing level with Intel. Only 6.73% of its stock was tradable. The order book behind it is the part that matters for Micron (MU) and SK Hynix (SKHY).
Nvidia (NVDA) and 34 other companies told Washington not to restrict open-weight AI. OpenAI signed a day late. Anthropic still hasn't.
The Open Weights and American AI Leadership letter asks Washington not to restrict AI models anyone can download. It went from 25 signatures to 35. OpenAI added its name after sitting out the launch, Google's CEO backed it without signing, and Anthropic declined to comment. Update, July 27: the list has since grown to 133 names, and both Google and Amazon signed.
Jensen Huang's first-ever post on X was an open-weights AI letter. Nvidia (NVDA) and Microsoft (MSFT) both signed it, along with 23 other companies.
Jensen Huang joined X in June and stayed silent for weeks. His first post was a joint industry letter on open AI models, signed by 25 companies including Microsoft. OpenAI, Anthropic, Google and Amazon did not sign.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Money is rotating out of semiconductor stocks and into the Mag 7 today. (July 15, 2026)
The real move Wednesday is money rotating into the Mag 7, Apple, Microsoft, Amazon and Meta are each up more than 3%. That money is coming out of semiconductor stocks, as SK Hynix's Nasdaq ADR, Micron and SanDisk all give back this week's spike.
Bitcoin miners are becoming AI landlords. Here's how far each one has actually gotten.
Eight bitcoin miners are pitching the same AI pivot, but they're nowhere near equally far along. IREN and TeraWulf already have AI revenue flowing. Hut 8, Cipher and Applied Digital have billions in signed leases that haven't started billing yet. CleanSpark still just mines bitcoin.
The AI stocks that led and lagged the first half of 2026
The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.
AI's quiet winners: ASML, AMD and Vertiv VRT lead at the June 30, 2026 open
On the last trading day of the first half, the AI suppliers led again. ASML, Arm (ARM) and Vertiv (VRT) each rose about 4%, while Micron (MU) is up roughly 300% in 2026.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.
This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike
We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.
Green in a sea of red: why Microsoft is bucking the tech selloff today
Tech is bleeding on a memory-chip rout, but Microsoft is green. A deep dive into the rotation lifting MSFT and asset-light software while chips and Oracle get sold.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.